Schwab Strategic Tr 0 shares owned by Perigon Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Perigon Wealth Management
from 13F filings
Historical chart of Perigon Wealth Management investment in Schwab Strategic Tr 0
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Quarterly reported holdings in Schwab Strategic Tr 0 by Perigon Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 59k | 52.16 |
| 2023-12-31 | $2.7M | 53k | 52.20 |
| 2023-09-30 | $2.2M | 43k | 50.49 |
| 2023-06-30 | $1.2M | 22k | 52.43 |
| 2023-03-31 | $292k | 5.4k | 53.61 |
| 2022-12-31 | $266k | 5.1k | 51.79 |
| 2022-06-30 | $383k | 6.9k | 55.79 |
| 2022-03-31 | $2.2M | 36k | 60.71 |
| 2021-12-31 | $2.1M | 33k | 62.90 |
| 2021-09-30 | $1.7M | 27k | 62.58 |
| 2021-06-30 | $1.3M | 21k | 62.50 |
| 2021-03-31 | $1.2M | 20k | 61.17 |
| 2020-12-31 | $603k | 9.7k | 62.09 |
| 2020-09-30 | $821k | 13k | 61.65 |
| 2020-06-30 | $786k | 13k | 60.00 |
| 2020-03-31 | $802k | 14k | 59.07 |
| 2019-12-31 | $422k | 7.4k | 57.00 |
| 2019-09-30 | $319k | 5.7k | 56.35 |
| 2019-06-30 | $317k | 5.6k | 56.36 |
| 2019-03-31 | $241k | 4.4k | 55.09 |
| 2018-06-30 | $760k | 14k | 54.89 |
| 2018-03-31 | $85k | 1.5k | 55.02 |
| 2017-12-31 | $66k | 1.2k | 55.46 |
| 2017-09-30 | $1.2M | 22k | 55.26 |
| 2017-06-30 | $741k | 14k | 55.04 |
| 2017-03-31 | $637k | 12k | 55.56 |
| 2016-12-31 | $658k | 12k | 55.18 |
| 2016-09-30 | $564k | 9.9k | 57.04 |
| 2016-06-30 | $559k | 9.9k | 56.51 |
| 2016-03-31 | $565k | 12k | 46.11 |
| 2015-12-31 | $651k | 12k | 53.13 |
| 2015-09-30 | $701k | 13k | 53.65 |
| 2015-06-30 | $641k | 12k | 54.20 |
| 2015-03-31 | $631k | 12k | 54.88 |
| 2014-12-31 | $591k | 11k | 54.21 |
| 2014-09-30 | $575k | 11k | 54.15 |
| 2014-06-30 | $379k | 6.8k | 55.74 |
| 2014-03-31 | $319k | 5.9k | 54.02 |
| 2013-12-31 | $283k | 5.4k | 52.60 |
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